• Tax Planning & Preparation

    The Patke & Associates’ auditing and accounting professionals excel in the area of tax preparation and planning. We provide dynamic, on-going tax analysis and plan development specific to each client. With our finger on the pulse of both opportunities and pitfalls of the ever-changing tax laws, we work closely with clients to offer a “forward thinking” approach to tax planning.

     We Offer Custom Tax Planning & Preparation Services To:
    • Investment Partnerships & Hedge Funds
    • Broker Dealers
    • Public and Private Companies
    • Individuals
    Our Tax Planning & Preparation Services Include :
    • Preparation or Review of Federal & State Tax Returns
    • Tax Planning, Consulting & Compliance
    • Family Office, Trust & Estate Tax Consulting
    • Investment Partnership Tax Advice (i.e. ERISA)
    • Start-Up Tax Structuring Consulting
    • Why choose Patke?

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